See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER RD · WALTHAM, MA 024533467 | Advisory (Plan) | $20,246 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $14,535 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,682 | $86,655-13.8% | $119,609-37.6% | $66,914+11.6% |
| Participation rate | 74.6% | 75.6%-1.0pp | 79.3%-4.7pp | 69.8%+4.8pp |
| Annual return | 119.44% | -8.00%+127.4pp | -14.97%+134.4pp | 1.58%+117.9pp |
| Employer contribution / active EE | $1,616 | $2,536-36.3% | $4,232-61.8% | $2,544-36.5% |
| Participant deferral / active EE | $2,051 | $4,358-52.9% | $5,602-63.4% | $4,237-51.6% |
| Admin fee / account holder | $147 | $755-80.6% | $10,323-98.6% | $593-75.3% |